# Brex

Brex is a financial platform built for businesses, offering corporate cards, expense management, and budgeting tools. Connecting Brex to Coupler.io lets you pull your spending data — transactions, expenses, budgets, and more — into any destination for reporting and analysis.

## Why connect Brex to Coupler.io?

* **Centralize financial data** — combine Brex transactions and expenses with data from other tools like your accounting software or ERP
* **Automate spend reporting** — keep dashboards in Google Sheets, Looker Studio, or Power BI updated without manual exports
* **Feed AI tools** — send your spending data to ChatGPT, Claude, or Gemini to summarize trends, flag anomalies, or draft budget narratives
* **Join entities** — combine transactions with departments and users to see who's spending what and where

## Prerequisites

* A Brex account with admin or developer access
* A Brex API key (generated from the Brex Developer Portal under **Settings > Developer**)

## Quick start

{% hint style="success" %}
Start with the **Transactions** entity — it's the most data-rich and gives you an immediate view of card spending. Combine it with **Departments** or **Users** using a Join transformation to get a full picture.
{% endhint %}

## How to connect

{% stepper %}
{% step %}
**Create a new data flow in Coupler.io.** Log in to Coupler.io, go to your workspace, and click **Add data flow**. Search for **Brex** and select it as your source.
{% endstep %}

{% step %}
**Enter your Brex API key.** In the Brex Developer Portal, navigate to **Settings > Developer** and generate a new API token. Copy the token and paste it into the API key field in Coupler.io.
{% endstep %}

{% step %}
**Select an entity.** Choose the data you want to pull — Transactions, Expenses, Budgets, Users, Departments, or Vendors. You can add more sources to the same data flow later.
{% endstep %}

{% step %}
**Set a start date.** Use the date picker to define how far back you want to pull data. This applies to time-based entities like Transactions and Expenses.
{% endstep %}

{% step %}
**Choose a destination.** Select where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT or Claude.
{% endstep %}

{% step %}
**Run the data flow.** Click **Run** to execute your first manual sync. Once it completes successfully, your data will appear in the destination and you can set up a schedule.
{% endstep %}
{% endstepper %}

## Available entities

| Entity       | Description                                                   |
| ------------ | ------------------------------------------------------------- |
| Transactions | All card transactions with amount, date, merchant, and status |
| Expenses     | User-submitted expenses for reimbursement or budget tracking  |
| Budgets      | Spending limits and allocations by department or project      |
| Users        | Employees and admins authorized to use Brex                   |
| Departments  | Company departments used to categorize spending               |
| Vendors      | Merchants and suppliers receiving payments                    |


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